Are the Kids Alright? (Planning for the Next Generation)

Date: Wednesday, June 5, 2019
Time: 1:00pm - 4:30pm
Location: Montgomery County Community College - College Hall
Speaker: Eileen Dougherty; Kim Fahrner of Heckscher, Teillon, Terrill, & Sager P.C.; Bryan P. Tracy, CFA, CFP® of Haverford Trust

This program will cover communication within families about their assets and the structure of their estate plans. We will cover the unique planning challenges facing the different generations and how technology will now play a significant role. Also included will be a review of the legal issues surrounding required notices, the rights of beneficiaries and the proper handling of digital assets.

Will offer attendees 3 hours of CE Credit for CLE (1 hour Ethics), CPA, CFP, CTFA and PACE

1:00pm-4:30pm, followed by Cocktails/Hors d'oeuvres from 4:30-5:30pm

Registration 12:45pm-1:00pm

The Montgomery County Community College – College Hall

340 DeKalb Pike, Blue Bell, PA, enter from Morris Rd

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